Filed February 21, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 49 · EIN 26-4310632 | Other Services | $63,277 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $62,117 |
MAKINO INC.1 year Service code 13 · EIN 31-0352460 | Contract Administrator | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,983 | $73,404+139.7% | $87,100+102.0% | $67,579+160.4% |
| Participation rate | 85.7% | 80.9%+4.9pp | 76.9%+8.9pp | 71.3%+14.5pp |
| Annual return | 23.45% | 48.29%-24.8pp | 28.19%-4.7pp | 378.56%-355.1pp |
| Employer contribution / active EE | $3,772 | $2,014+87.3% | $2,521+49.6% | $2,148+75.6% |
| Participant deferral / active EE | $8,595 | $3,913+119.7% | $4,049+112.3% | $3,539+142.8% |
| Admin fee / account holder | $104 | $142-26.4% | $7,497-98.6% | $142-26.8% |